HERNDON CAPITAL MANAGEMENT LLC

data from 30/06/2017

Capitalization

$ 658.875 M -3.96 %

Average holding period

8 ans

Performance

$ -771.591 B 1.24 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in HERNDON CAPITAL MANAGEMENT LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2017/06/30 SPGI S&P GLOBAL INC 3.55% 23.422 M $ 160434 2016/06/30 2.619 M $ 11.66 %
2017/06/30 CBOE CBOE HOLDINGS INC 3.21% 21.139 M $ 231284 2013/06/30 2.560 M $ 12.74 %
2017/06/30 ABBV ABBVIE INC 3.17% 20.867 M $ 287776 2013/12/31 2.263 M $ 11.28 %
2017/06/30 GILD GILEAD SCIENCES INC 3.16% 20.798 M $ 293842 2014/06/30 897.796 K $ 4.21 %
2017/06/30 AXP AMERICAN EXPRESS CO 3.03% 19.942 M $ 236727 2013/06/30 1.300 M $ 6.48 %
2017/06/30 MYL MYLAN INC 3.01% 19.812 M $ 510375 2015/03/31 -92.705 K $ -0.44 %
2017/06/30 AES AES CORP/VA 2.96% 19.520 M $ 1756969 2013/06/30 -131.497 K $ -0.63 %
2017/06/30 COL ROCKWELL COLLINS INC 2.90% 19.136 M $ 182108 2013/06/30 1.545 M $ 8.15 %
2017/06/30 LYB LYONDELLBASELL IND NV 2.75% 18.133 M $ 214865 2013/06/30 -1.561 M $ -7.46 %
2017/06/30 UPS UNITED PARCEL SERVICE INC 2.71% 17.867 M $ 161555 2013/06/30 565.814 K $ 3.07 %
2017/06/30 TESORO CORP 2.67% 17.560 M $ 187611 2015/09/30 2.515 M $ 15.47 %
2017/06/30 EV EATON VANCE CORP 2.64% 17.368 M $ 367019 2013/06/30 927.824 K $ 5.25 %
2017/06/30 MCO MOODY'S CORPORATION 2.61% 17.216 M $ 141482 2014/06/30 1.461 M $ 8.60 %
2017/06/30 DFS DISCOVER FINANCIAL SVS 2.52% 16.624 M $ 267314 2013/06/30 -1.771 M $ -9.07 %
2017/06/30 PM PHILIP MORRIS INTL INC 2.52% 16.618 M $ 141488 2013/06/30 691.240 K $ 4.03 %
2017/06/30 VLO VALERO ENERGY CORP 2.49% 16.411 M $ 243280 2014/09/30 178.265 K $ 1.77 %
2017/06/30 CPB CAMPBELL SOUP COMPANY 2.39% 15.776 M $ 302519 2013/06/30 -1.644 M $ -8.89 %
2017/06/30 SYF SYNCHRONY FINANCIAL 2.39% 15.759 M $ 528453 2016/03/31 -2.532 M $ -13.06 %
2017/06/30 LMT LOCKHEED MARTIN CORP 2.38% 15.713 M $ 56604 2013/06/30 605.965 K $ 3.74 %
2017/06/30 AAPL APPLE INC 2.32% 15.283 M $ 106120 2013/06/30 57.553 K $ 0.25 %
2017/06/30 OMC OMNICOM GROUP INC 2.31% 15.193 M $ 183259 2016/06/30 -376.178 K $ -3.84 %
2017/06/30 CBRE CBRE GROUP INC 2.29% 15.107 M $ 415038 2013/06/30 714.511 K $ 4.63 %
2017/06/30 KR KROGER CO 2.25% 14.797 M $ 634519 2013/06/30 -2.711 M $ -20.92 %
2017/06/30 MA MASTERCARD INC 2.16% 14.246 M $ 117297 2013/06/30 1.127 M $ 7.98 %
2017/06/30 YUM YUM! BRANDS INC 2.16% 14.243 M $ 193097 2013/06/30 1.030 M $ 15.43 %
2017/06/30 MMM 3M COMPANY 2.15% 14.145 M $ 67939 2017/06/30 0.000 $ 0.00 %
2017/06/30 WDC WESTERN DIGITAL CORP 2.09% 13.772 M $ 155439 2013/06/30 1.490 M $ 7.35 %
2017/06/30 URI UNITED RENTALS INC 2.08% 13.735 M $ 121870 2014/03/31 -1.611 M $ -9.87 %
2017/06/30 ACN ACCENTURE PLC 2.04% 13.459 M $ 108823 2013/06/30 441.780 K $ 3.17 %
2017/06/30 PEP PEPSICO INC 2.00% 13.192 M $ 114228 2017/06/30 0.000 $ 0.00 %
2017/06/30 TJX TJX COS INC 2.00% 13.175 M $ 182550 2013/06/30 -1.346 M $ -8.73 %
2017/06/30 MO ALTRIA GROUP INC 1.94% 12.765 M $ 171414 2013/06/30 560.077 K $ 4.27 %
2017/06/30 MPC MARATHON PETROLEUM CORP 1.88% 12.363 M $ 236266 2013/06/30 453.129 K $ 3.54 %
2017/06/30 ROST ROSS STORES INC 1.78% 11.715 M $ 202917 2013/06/30 -890.174 K $ -12.36 %
2017/06/30 AMP AMERIPRISE FINANCIAL INC 1.75% 11.531 M $ 90587 2015/12/31 -231.837 K $ -1.84 %
2017/06/30 FHI FEDERATED INVESTORS INC 1.67% 10.974 M $ 388448 2013/06/30 793.200 K $ 7.25 %
2017/06/30 VZ VERIZON COMMUNICATIONS 1.66% 10.926 M $ 244649 2014/06/30 -1.069 M $ -8.39 %
2017/06/30 WU WESTERN UNION CO/THE 1.66% 10.905 M $ 572481 2013/06/30 -795.632 K $ -6.39 %
2017/06/30 AMG AFFILIATED MANAGERS GROUP INC 1.59% 10.469 M $ 63121 2015/12/31 129.559 K $ 1.17 %
2017/06/30 ADS ALLIANCE DATA SYSTEMS CO 1.43% 9.390 M $ 36582 2013/09/30 376.625 K $ 3.87 %
2017/06/30 NEU NEWMARKET CORP 1.39% 9.163 M $ 19898 2013/06/30 266.604 K $ 1.60 %
2017/06/30 CE CELANESE CORP 1.25% 8.236 M $ 86750 2014/06/30 474.545 K $ 5.66 %
2017/06/30 HPQ HP INC 0.80% 5.253 M $ 300493 2015/12/31 -275.287 K $ -2.24 %
2017/06/30 VOO VANGUARD S&P 500 ETF 0.24% 1.593 M $ 7174 2016/06/30 44.909 K $ 2.64 %
2017/06/30 TLK TELEKOMUNIKASI INDONESIA PERSE 0.24% 1.567 M $ 46526 2017/03/31 33.192 K $ 8.02 %
2017/06/30 IBN ICICI BANK LTD 0.24% 1.562 M $ 174152 2015/12/31 63.484 K $ 14.70 %
2017/06/30 MGA MAGNA INTERNATIONAL INC 0.23% 1.517 M $ 32735 2017/06/30 0.000 $ 0.00 %
2017/06/30 TSM TSMC 0.23% 1.487 M $ 42540 2015/12/31 28.755 K $ 6.46 %
2017/06/30 RYAAY RYANAIR HOLDINGS PLC 0.21% 1.386 M $ 12884 2016/06/30 99.469 K $ 29.69 %
2017/06/30 AGRIUM INC 0.19% 1.246 M $ 13746 2014/12/31 -20.258 K $ -4.87 %
2017/06/30 NTES NETEASE INC 0.09% 608.000 K $ 2022 2016/06/30 20.379 K $ 5.86 %
2017/06/30 ITUB BANCO ITAU SA 0.09% 575.000 K $ 52030 2017/06/30 0.000 $ 0.00 %
2017/06/30 RE EVEREST RE GROUP LTD 0.08% 546.000 K $ 2146 2013/06/30 44.593 K $ 8.88 %
2017/06/30 HD HOME DEPOT INC/THE 0.02% 146.000 K $ 949 2014/12/31 6.234 K $ 4.49 %
2017/06/30 BA BOEING CO/THE 0.02% 142.000 K $ 720 2013/06/30 11.593 K $ 11.83 %
2017/06/30 AMGN AMGEN INC 0.02% 128.000 K $ 743 2015/12/31 6.062 K $ 4.97 %
2017/06/30 PFE PFIZER INC 0.02% 120.000 K $ 3566 2017/06/30 0.000 $ 0.00 %
2017/06/30 INTC INTEL CORP 0.02% 107.000 K $ 3158 2013/06/30 -7.358 K $ -6.45 %
2017/06/30 IBM INTERNATIONAL BUSINESS MACHINE 0.02% 107.000 K $ 695 2016/06/30 -10.146 K $ -11.66 %
2017/06/30 MCD MCDONALD'S CORP 0.01% 89.000 K $ 578 2016/06/30 17.850 K $ 18.22 %
2017/06/30 SPG SIMON PROPERTY GROUP INC 0.01% 67.000 K $ 416 2013/06/30 -4.272 K $ -5.93 %
2017/06/30 MSFT MICROSOFT CORP 0.01% 62.000 K $ 895 2013/06/30 4.110 K $ 4.67 %
2017/06/30 LII LENNOX INTERNATIONAL INC 0.01% 58.000 K $ 314 2015/03/31 5.130 K $ 9.68 %
2017/06/30 EA ELECTRONIC ARTS INC 0.01% 53.000 K $ 503 2014/12/31 8.148 K $ 18.11 %
2017/06/30 SHW SHERWIN-WILLIAMS CO/THE 0.01% 52.000 K $ 149 2013/06/30 13.250 K $ 13.12 %
2017/06/30 NVR NVR INC 0.01% 51.000 K $ 21 2015/09/30 6.378 K $ 14.50 %
2017/06/30 AMN AMN HEALTHCARE SERVICES INC 0.01% 48.000 K $ 1226 2015/09/30 -1.736 K $ -3.86 %
2017/06/30 DY DYCOM INDUSTRIES INC 0.01% 47.000 K $ 527 2016/03/31 -888.000 $ -3.70 %
2017/06/30 HBI HANESBRANDS INC 0.01% 42.000 K $ 1826 2013/09/30 4.382 K $ 11.53 %
2017/06/30 LEA LEAR CORP 0.01% 40.000 K $ 281 2014/12/31 181.000 $ 0.36 %
2017/06/30 CDW CDW CORP/DE 0.01% 40.000 K $ 644 2015/12/31 3.104 K $ 8.39 %
2017/06/30 EVR EVERCORE PARTNERS INC 0.01% 39.000 K $ 556 2015/03/31 -4.114 K $ -9.57 %
2017/06/30 NWL NEWELL RUBBERMAID INC 0.01% 39.000 K $ 719 2016/06/30 1.586 K $ 13.22 %
2017/06/30 SABR SABRE CORP 0.01% 37.000 K $ 1709 2015/09/30 991.000 $ 2.75 %
2017/06/30 BC BRUNSWICK CORP/DE 0.01% 37.000 K $ 592 2015/03/31 905.000 $ 2.52 %
2017/06/30 SWKS SKYWORKS SOLUTIONS INC 0.01% 35.000 K $ 365 2014/09/30 -740.000 $ -2.06 %
2017/06/30 EPAM EPAM SYSTEMS INC 0.01% 35.000 K $ 415 2015/12/31 3.556 K $ 11.47 %
2017/06/30 HII HUNTINGTON INGALLS INDUS 0.01% 35.000 K $ 187 2014/12/31 -2.632 K $ -7.12 %
2017/06/30 FLT FLEETCOR TECHNOLOGIES INC 0.01% 34.000 K $ 237 2013/09/30 -1.711 K $ -4.75 %
2017/06/30 SIRI SIRIUS XM HOLDINGS INC 0.00% 32.000 K $ 5848 2015/09/30 1.871 K $ 6.24 %
2017/06/30 AYI ACUITY BRANDS INC 0.00% 31.000 K $ 151 2015/03/31 -52.000 $ -0.35 %
2017/06/30 K KELLOGG CO 0.00% 30.000 K $ 432 2016/03/31 -923.000 $ -4.40 %
2017/06/30 VRSK VERISK ANALYTICS INC 0.00% 30.000 K $ 351 2014/09/30 1.133 K $ 4.05 %
2017/06/30 NCLH NORWEGIAN CRUISE LINE HOLDINGS 0.00% 28.000 K $ 524 2015/06/30 1.865 K $ 6.91 %
2017/06/30 SERV SERVICEMASTER GLOBAL HOLDINGS 0.00% 28.000 K $ 713 2016/03/31 -2.725 K $ -9.08 %
2017/06/30 FL FOOT LOCKER INC 0.00% 26.000 K $ 530 2015/06/30 -13.530 K $ -33.83 %
2017/06/30 TTC TORO CO/THE 0.00% 25.000 K $ 368 2013/06/30 2.513 K $ 10.93 %
2017/06/30 CNC CENTENE CORP 0.00% 25.000 K $ 315 2014/12/31 2.715 K $ 12.34 %
2017/06/30 UAL UNITED CONTINENTAL HOLDINGS IN 0.00% 24.000 K $ 321 2015/03/31 1.479 K $ 6.43 %
2017/06/30 MTSI MACOM TECHNOLOGY SOLUTIONS HOL 0.00% 24.000 K $ 435 2015/06/30 3.249 K $ 15.47 %
2017/06/30 DR PEPPER SNAPPLE GROUP INC 0.00% 23.000 K $ 248 2016/06/30 -976.000 $ -6.11 %
2017/06/30 HRC HILL-ROM HOLDINGS INC 0.00% 23.000 K $ 287 2016/03/31 2.585 K $ 12.93 %
2017/06/30 BERY BERRY PLASTICS GROUP INC 0.00% 23.000 K $ 397 2015/12/31 3.350 K $ 17.63 %
2017/06/30 GGG GRACO INC 0.00% 22.000 K $ 201 2013/06/30 4.120 K $ 15.85 %
2017/06/30 HOG HARLEY-DAVIDSON INC 0.00% 21.000 K $ 387 2016/06/30 -1.671 K $ -10.45 %
2017/06/30 HARRIS CORPORATION 0.00% 21.000 K $ 195 2013/12/31 -546.157 K $ -3.22 %
2017/06/30 LGND LIGAND PHARMACEUTICALS INC 0.00% 20.000 K $ 168 2015/06/30 4.190 K $ 23.28 %
2017/06/30 APARTMENT INVESTMENT & MANAGEM 0.00% 20.000 K $ 467 2013/06/30 -999.000 $ -4.76 %
2017/06/30 PKG PACKAGING CORP OF AMERICA 0.00% 19.000 K $ 168 2013/12/31 4.843 K $ 22.02 %
2017/06/30 LSTR LANDSTAR SYSTEM INC 0.00% 19.000 K $ 226 2013/06/30 -11.000 $ -0.06 %